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Keywords: Financial Planner, Location: Admiralty, Hong Kong

Page: 1

Financial Planner

of PhillipCapital. PhillipCapital founded in 1975 in Singapore, our member companies operate in 16 financial hubs, with offices... Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Finance Learning Co Ltd...

Posted Date: 22 Oct 2025

Wealth Management Manager / Financial Planner

工作職責 Job Descriptions: 1. Professional Financial Services Provision to Clients • Wealth Management & Portfolio...-to-Date Financial Knowledge and News • Develop Better Interpersonal and Communication Skills 3. Team Management • Attempt Planning...

Posted Date: 14 Oct 2025

Wealth Management Manager / Financial Planner

Job Duty Job Descriptions: 1. Professional Financial Services Provision to Clients • Wealth Management & Portfolio...-to-Date Financial Knowledge and News • Develop Better Interpersonal and Communication Skills 3. Team Management • Attempt Planning...

Posted Date: 13 Oct 2025

Financial Planner / Wealth Management Manager

工作職責 - Identify the needs of high-net-worth clients and provide comprehensive financial advice. - Offer risk... benefits plans for corporate clients. - Keep clients informed with the latest financial news and benefits. - Maintain...

Company: Sunlife HK
Posted Date: 06 Oct 2025

Financial Planner / Wealth Management Manager

Job Duty - Identify the needs of high-net-worth clients and provide comprehensive financial advice. - Offer risk... benefits plans for corporate clients. - Keep clients informed with the latest financial news and benefits. - Maintain...

Company: Sunlife HK
Posted Date: 06 Oct 2025

Financial Planner

management strategies and network with banks, tax law, healthcare, and other institutions. 3.Master current financial knowledge...

Posted Date: 05 Oct 2025

Financial Planner

strategies and network with banks, tax law, healthcare, and other institutions. 3.Master current financial knowledge...

Posted Date: 04 Oct 2025

KERING EYEWEAR Senior Planner/ Assistant Planning Manager

in Eyewear, to realize their artistic and financial potential, in the most imaginative and sustainable manner.... Job Description We are currently seeking for a Senior Planner/Assistant Planning Manager who will report to Planning Manager Asia Pacific , as part...

Company: Kering
Posted Date: 10 Aug 2025

Family Capacity Building Planner (Hung Hom)

Graduation Approach (UGA) to tackle poverty with interventions focused on employment, financial literacy, health and wellbeing...

Company: 善導會
Posted Date: 03 Oct 2025

Wealth Management Specialist / Financial Planning Management Trainee

Financial Planner (CFP) an advantage; Chartered Financial Analyst (CFA) an advantage; Qualified Retirement Advisers (QRA... valuation, tenancy management, mortgage referral, investment immigration services, and more. Centaline Financial Group...

Posted Date: 01 Oct 2025

高才/IANG/優才 財富管理经理 (Financial Planner Manager)

Job Duty 職位描述 # 招聘:高才/IANG/優才 財富管理经理 (Financial Planner Manager) ## 職位概述 大學學士或以上學歷 香港永居/IANG/高才/優才/受養人簽證持有者 良好...

Posted Date: 03 Oct 2025

高才/IANG/優才 財富管理经理 (Financial Planner Manager)

工作職責 職位描述 # 招聘:高才/IANG/優才 財富管理经理 (Financial Planner Manager) ## 職位概述 大學學士或以上學歷 香港永居/IANG/高才/優才/受養人簽證持有者 良好...

Posted Date: 03 Oct 2025

高才/IANG/優才 財富管理经理 (Financial Planner Manager)

Job Duty 職位描述 # 招聘:高才/IANG/優才 財富管理经理 (Financial Planner Manager) ## 職位概述 大學學士或以上學歷 香港永居/IANG/高才/優才/受養人簽證持有者 良好...

Posted Date: 03 Oct 2025

高才/IANG/優才 財富管理经理 (Financial Planner Manager)

工作職責 職位描述 # 招聘:高才/IANG/優才 財富管理经理 (Financial Planner Manager) ## 職位概述 大學學士或以上學歷 香港永居/IANG/高才/優才/受養人簽證持有者 良好...

Posted Date: 03 Oct 2025

Financial Planner

財策新一代 / 專業創未來 工作範圍 為客戶提供一站式專業的理財策劃分析和方案 與客戶建立及維繫良好關係、開發及擴展客戶網路 推廣各類型保險、儲蓄及基金產品、MPF等 建立屬於自己的團隊 入職要求 中學畢業或同等學歷 樂於學習及接受挑戰、不甘平凡 具企業家精神態度 良好溝通技巧 待遇及福利 支援考保險牌並豁免考試費及牌照費 提供專業在職培訓並獲資歷架構承認 優厚佣金及花紅 專業發展及明確進升機會 彈性工作時間 表現優異者可獲邀出席公司海...

Company: AXA安盛
Posted Date: 16 Oct 2025

Financial Planner

財策新一代 / 專業創未來 工作範圍 為客戶提供一站式專業的理財策劃分析和方案 與客戶建立及維繫良好關係、開發及擴展客戶網路 推廣各類型保險、儲蓄及基金產品、MPF等 建立屬於自己的團隊 入職要求 中學畢業或同等學歷 樂於學習及接受挑戰、不甘平凡 具企業家精神態度 良好溝通技巧 待遇及福利 支援考保險牌並豁免考試費及牌照費 提供專業在職培訓並獲資歷架構承認 優厚佣金及花紅 專業發展及明確進升機會 彈性工作時間 表現優異者可獲邀出席公司海...

Company: AXA安盛
Posted Date: 03 Oct 2025

Junior Financial Planner/Consultant/Management Trainee/ 財務顧問/財富策劃顧問/管理培訓生

理想候選人: DSE中文或英文及數學合格或以上學歷 良好溝通技巧 主動積極的工作態度 具團隊合作精神 對金融理財行業有熱誠 (以上條件不是必須,我們更重視你的潛能和態度) Why join us 我们是一支高度专业化、资源整合力极强的团队,如果你加入,你会得到这些实实在在的支持: 专业成长体系:从0到Mdrt,帮你安全起步 企业微信线上销售培训体系:体系内包含近百个由销冠参与录制的一对一话术演练视频。这些视频以销售流程为脉络,从客户面访时的自我介绍...

Posted Date: 02 Oct 2025

Outreach Insurance Specialist - Hong Kong Business

Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage Good...HSBC is one of the world's largest banking and financial services organisations. Our global businesses serve more than...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 20 Oct 2025

Branch Sales Manager - Hong Kong Business

with Compliance, Credit and Risk, and Internal Control to ensure a balanced risk operating environment Certified Financial Planner...HSBC is one of the world's largest banking and financial services organisations. Our global businesses serve more than...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 19 Oct 2025

Wealth Investment Product Expert 投資顧問 - Hong Kong Business

Continuing Professional Development (CPD) requirements Chartered Financial Analyst, Certified Financial Planner, Certified... Financial Management Planner, Financial Risk Manager or other professional qualification preferred Fluent written and verbal...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 19 Oct 2025